Install Quote Management for Channel Partners
Install the Quote Management for Channel Partners plugin (com.snc.partner_relationship_management_qm), along with the demo data and installations that are related to ServiceNow® Store applications and plugins.
Before you begin
- Ensure that the application and all of its associated ServiceNow Store applications have valid ServiceNow entitlements. For more information, see Get entitlement for a ServiceNow product or application.
Depending on your entitlements, you must install demo data after installation. Demo data comprises the sample records that describe application features for the common use cases.
Note: The Quote Self-Service application is installed along with Quote Management for Channel Partners. For more information on Quote Self-Service, see Quote creation via Self-Service for Channel Partners
Role required: admin
About this task
The Quote Management for Channel Partners (com.snc.partner_relationship_management_qm) plugin facilitates management of the entire quote life cycle, for indirect sales.
The following items are installed with the Quote Management for Channel Partners plugin (com.snc.partner_relationship_management_qm) plugin:
- Plugins
- Store applications
- Role such as the sn_prm_qm.quote_partner_ui
For more information on viewing components that are installed with an application, see Find components installed with an application.
Procedure
Navigate to All > System Applications > All Available Applications > All.
Find the Quote Management for Channel Partners (com.snc.partner_relationship_management_qm) using the filter criteria and search bar.
In the Application installation dialog box, review the application dependencies.
Dependent plugins and applications appear if they’re installed, or are currently installed, or must be installed. If any plugins or applications require installation, you must install them before you can install the Quote Management for Channel Partners (com.snc.partner_relationship_management_qm) application.
If you want to install demo data, do one of the following depending on your entitlements.
| Demo data install task | Description |
|---|---|
| If demo data is available and you want to install it |
|
| If the Load Demo Data option isn’t available but you want demo data | Load the demo data after installing the Sales Common plugin.1. Install Quote Management for Channel Partners (com.snc.partner_relationship_management_qm) application. 2. Navigate to the All and in the Filter, type v_plugin.list. 3. In the System Plugin list, search for the Quote Management for Channel Partners plugin. |
Result
You have successfully installed the Quote Management for Channel Partners (com.snc.partner_relationship_management_qm) application.
- Quote creation via Self-Service for Channel Partners
Quote Self-Service (com.sn_quote_self_service) enables channel partners to create and manage quotes directly in the Partner portal through a guided playbook experience.
Parent Topic:Partner Relationship Management
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